CGLBX Mutual Fund
CGLBX Mutual Fund
NAV$8.20
AUM$8.7B
TER0.13%
Holdings6,734
See how much of CGLBX you already own
CGLBX Mutual Fund
NAV$8.20
Six Circles Global Bond Fund
AUM$8.7B
TER0.13%
Holdings6,734
See how much of CGLBX you already own
CGLBX Mutual Fund Overlap Analysis
CGLBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CGLBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6734 holdings, CGLBX may share significant positions with broad-market funds.
CGLBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CGLBX tax-loss harvesting finds highly correlated but non-identical funds.